+50.7%
XLE vs KTOS
-29.4%
+80.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +1.7% | -2.4% | +4.0% | +1.7% |
| 30D | +6.7% | -26.8% | +33.6% | +7.2% |
| 3M | +14.9% | -20.6% | +35.4% | +15.5% |
| 6M | +15.9% | -47.5% | +63.4% | +18.8% |
| YTD | +47.7% | -38.5% | +86.2% | +47.7% |
| 1Y | +50.7% | -31.0% | +81.7% | +47.3% |
| All | +50.7% | -29.4% | +80.1% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KTOS.
Daily Out/Under-Performance
Portfolio return minus KTOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KTOS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KTOS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling